Hospital & Skilled Nursing Discharge Checklist

Before your loved one is discharged from the hospital or skilled nursing, ensure you have everything in place for a smooth transition home or to a care community.

Patient Info

Name _______________________________________________________________

Date of Discharge __________________________________________________

Hospital Contact ___________________________________________________

Primary Care Physician ____________________________________________

Emergency Contact ________________________________________________

Medication & Care

  • Copy of discharge summary (diagnosis, treatment, follow-up orders – doctors, phone #s, after-hours emergency contact)
  • Copy of updated medication list  (clarify new prescriptions, stopped medications, dosages, side effects)
  • Discharge with an adequate supply of medication (For example, request a minimum 24-hour supply of medication, or 48 hours if it’s a weekend.)
  • Obtain copies of medical records, if needed
  • Schedule follow-up appointments with primary care and specialists
  • Get list of warning signs or symptoms that require medical attention

Home Care & Support

  • Arrange for transportation home and someone to help with transition into living situtaion
  • Ensure safe home environment (reduce fall risks, proper lighting, grab bars if needed)
  • Organize home healthcare services (nursing, physical therapy, or personal care assistance)
  • Set up medication management plan (pill organizer, reminders, or caregiver support)
  • Arrange for medical equipment, if needed (wheelchair, walker, oxygen, etc.)

Diet & Activity

  • Review any dietary restrictions or recommendations
  • Understand physical activity guidelines (mobility limitations, exercises, or therapy)

Financial & Insurance Matters

  • Confirm insurance coverage for follow-up care, prescriptions, and home health services
    • If  they have Long Term Care insurance, and will be using any services that will count toward elimination period (i.e. home care),  be sure to initiate a claim to start the process (social worker may be able to help with the paperwork)
  • Check for medical leave or disability benefits, if applicable
  • Ensure legal and financial documents are in order (power of attorney, advance directives)

Emotional & Social Support

  • Monitor for signs of depression or anxiety
  • Arrange for companionship and check-ins from family, friends, or a senior support service
  • Consider support groups for caregivers to help manage stress and gain guidance